Advus Financial Partners, LLC

CIK 0002150676 • 40 13F filings • Aug 25, 2026 – Oct 20, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q4 2024

Q4 2023

Q4 2022

Q4 2021

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsOther

Holdings by filing

Portfolio value: $264.1M68 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$243K	0.1%	1,116 SH	New
AMAZON COM INC	COM	$216K	0.1%	1,038 SH	New
APPLE INC	COM	$1.7M	0.6%Prev: 0.9%	6,679 SH	Decreased-2,778 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$478K	0.2%Prev: 0.2%	998 SH	Decreased-1 SH
BLACKROCK ETF TRUST	ISHARES A I INNO	$1.7M	0.6%	51,933 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$7.2M	2.7%Prev: 2.0%	124,182 SH	Increased+30,716 SH
BLACKROCK ETF TRUST	ISHARES US THEMA	$2.4M	0.9%	65,050 SH	New
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$5.2M	2.0%Prev: 1.8%	100,792 SH	Increased+18,477 SH
BLACKSTONE INC	COM	$211K	0.1%Prev: 0.1%	1,832 SH	Decreased
ENTERPRISE PRODS PARTNERS L	COM	$609K	0.2%Prev: 0.2%	16,097 SH	Increased+3,800 SH
ISHARES GOLD TR	ISHARES NEW	$2.6M	1.0%Prev: 0.4%	29,578 SH	Increased+13,928 SH
ISHARES INC	CORE MSCI EMKT	$5.0M	1.9%Prev: 0.6%	72,145 SH	Increased+44,521 SH
ISHARES INC	MSCI EMRG CHN	$682K	0.3%Prev: 0.8%	8,674 SH	Decreased-26,602 SH
ISHARES TR	0-5 YR TIPS ETF	$2.0M	0.7%	19,039 SH	New
ISHARES TR	10-20 YR TRS ETF	$4.2M	1.6%Prev: 0.3%	41,335 SH	Increased+34,514 SH
ISHARES TR	20 YR TR BD ETF	$286K	0.1%Prev: 1.0%	3,296 SH	Decreased-21,468 SH
ISHARES TR	CONV BD ETF	$1.0M	0.4%Prev: 0.5%	9,882 SH	Decreased-4,122 SH
ISHARES TR	CORE HIGH DV ETF	$2.6M	1.0%Prev: 3.5%	19,477 SH	Decreased-47,662 SH
ISHARES TR	CORE INTL AGGR	$3.7M	1.4%	74,329 SH	New
ISHARES TR	CORE MSCI INTL	$3.8M	1.4%Prev: 1.4%	45,656 SH	Increased-3,372 SH
ISHARES TR	CORE S&P MCP ETF	$2.6M	1.0%Prev: 1.1%	38,257 SH	Increased-5,378 SH
ISHARES TR	CORE S&P TTL STK	$29.4M	11.1%Prev: 12.9%	206,545 SH	Decreased-39,789 SH
ISHARES TR	CORE S&P500 ETF	$27.2M	10.3%Prev: 13.0%	41,571 SH	Decreased-12,494 SH
ISHARES TR	CORE UNIVRSL USD	$15.3M	5.8%	331,404 SH	New
ISHARES TR	CORE US AGGBD ET	$849K	0.3%Prev: 0.3%	8,554 SH	Increased+739 SH
ISHARES TR	EAFE GRWTH ETF	$2.5M	1.0%Prev: 1.8%	22,768 SH	Decreased-18,906 SH
ISHARES TR	EAFE VALUE ETF	$7.7M	2.9%Prev: 2.1%	104,074 SH	Increased+20,197 SH
ISHARES TR	ESG AWARE MSCI	$353K	0.1%	7,500 SH	New
ISHARES TR	ESG AWR MSCI USA	$212K	0.1%Prev: 0.2%	1,497 SH	Decreased-2,213 SH
ISHARES TR	HIGH YLD SYSTM B	$247K	0.1%Prev: 0.2%	5,320 SH	Decreased-6,119 SH
ISHARES TR	JPMORGAN USD EMG	$1.8M	0.7%Prev: 0.6%	19,407 SH	Increased+4,911 SH
ISHARES TR	MBS ETF	$5.0M	1.9%Prev: 2.1%	52,934 SH	Increased+546 SH
ISHARES TR	MSCI ACWI EX US	$27.3M	10.3%Prev: 11.1%	398,797 SH	Increased-66,646 SH
ISHARES TR	MSCI INTL QUALTY	$17.9M	6.8%Prev: 6.9%	387,889 SH	Increased-20,479 SH
ISHARES TR	MSCI USA MIN VOL	$763K	0.3%	8,232 SH	New
ISHARES TR	MSCI USA MMENTM	$1.8M	0.7%Prev: 0.4%	7,531 SH	Increased+3,116 SH
ISHARES TR	MSCI USA QLT FCT	$17.2M	6.5%Prev: 7.2%	89,730 SH	Increased-8,989 SH
ISHARES TR	NATIONAL MUN ETF	$6.9M	2.6%Prev: 3.2%	65,402 SH	Decreased-5,324 SH
ISHARES TR	RUS 1000 ETF	$330K	0.1%Prev: 0.1%	927 SH	Increased
ISHARES TR	RUS 1000 GRW ETF	$1.4M	0.5%Prev: 0.1%	3,252 SH	Increased+2,627 SH
ISHARES TR	RUS MID CAP ETF	$229K	0.1%Prev: 0.1%	2,356 SH	Increased
ISHARES TR	RUSSELL 2000 ETF	$717K	0.3%Prev: 0.2%	2,892 SH	Increased+407 SH
ISHARES TR	S&P 100 ETF	$3.4M	1.3%Prev: 0.2%	10,756 SH	Increased+9,368 SH
ISHARES TR	S&P 500 GRWT ETF	$6.8M	2.6%Prev: 2.2%	60,498 SH	Increased+6,220 SH
ISHARES TR	S&P 500 VAL ETF	$6.0M	2.3%Prev: 1.3%	28,296 SH	Increased+12,297 SH
ISHARES TR	SHRT NAT MUN ETF	$2.1M	0.8%Prev: 0.8%	19,489 SH	Increased+1,501 SH
ISHARES TR	U.S. TECH ETF	$2.1M	0.8%Prev: 0.8%	11,408 SH	Increased-2,139 SH
ISHARES TR	US TREAS BD ETF	$1.4M	0.5%Prev: 0.5%	59,502 SH	Increased+4,531 SH
ISHARES U S ETF TR	GSCI CMDTY STGY	$2.3M	0.9%Prev: 1.8%	68,911 SH	Decreased-89,791 SH
JOHNSON & JOHNSON	COM	$331K	0.1%	1,355 SH	New
JPMORGAN CHASE & CO	COM	$247K	0.1%	839 SH	New
MICROSOFT CORP	COM	$324K	0.1%Prev: 0.1%	874 SH	Increased+289 SH
NVIDIA CORPORATION	COM	$473K	0.2%	2,710 SH	New
PROCTER & GAMBLE CO	COM	$584K	0.2%	4,044 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$1.3M	0.5%Prev: 0.2%	27,419 SH	Increased+13,274 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$215K	0.1%	7,725 SH	New
SPDR GOLD TR	GOLD SHS	$4.5M	1.7%	10,462 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$3.0M	1.1%	54,174 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$347K	0.1%	532 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$1.7M	0.6%	2,730 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$327K	0.1%	1,138 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$333K	0.1%Prev: 0.1%	558 SH	Increased-13 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$6.5M	2.5%Prev: 2.6%	20,266 SH	Increased-1,539 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$840K	0.3%Prev: 0.3%	16,836 SH	Increased+1,182 SH
VANGUARD STAR FDS	VG TL INTL STK F	$599K	0.2%Prev: 0.2%	7,762 SH	Increased-408 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.8M	0.7%Prev: 0.6%	27,394 SH	Increased-734 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$2.5M	0.9%Prev: 0.9%	26,392 SH	Increased-1,852 SH
WALMART INC	COM	$294K	0.1%	2,360 SH	New

Sold (vs prior filing)

BERKSHIRE HATHAWAY INC DEL — $798K
GE VERNOVA INC — $204K
ISHARES TR — $17.3M
ISHARES TR — $205K
ISHARES TR — $610K
ISHARES TR — $396K
ISHARES TR — $272K
REDDIT INC — $210K
SPDR S&P 500 ETF TR — $350K
SPDR S&P MIDCAP 400 ETF TR — $1.5M
SPDR SER TR — $873K
VANGUARD INDEX FDS — $488K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 20, 2026	Q3 2026	13F-HR	0002150676-26-000045	—	View
Oct 2, 2026	Q4 2025	13F-HR/A	0002150676-26-000042	$278.3M	View
Oct 2, 2026	Q4 2024